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Home > Institutional Investor > Colonial Trust Co / Sc > Profile

Instuitional Investor - Colonial Trust Co / Sc

Fund Profile
Filing Period:
Fund Name: Colonial Trust Co / Sc
Portfolio Value $479,931,232
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 134,666 $25,927,312 5.4%
2.
Microsoft Corp
 MSFT 54,043 $20,322,158 4.23%
3.
Eli Lilly & Co
 LLY 18,507 $10,788,325 2.24%
4.
Ishares Trust
 IEF 21,488 $10,263,390 2.13%
5.
Amazon Com Inc
 AMZN 53,781 $8,171,500 1.7%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)